ETF Comparison: CLOU vs IDAT
ETF 說明
CLOU - Global X Cloud Computing ETF
The Global X Cloud Computing ETF provides exposure to companies that benefit from the growing adoption of cloud-based computing, including those that provide cloud-based software, platforms, and infrastructure. The fund's unique methodology ensures a diversified portfolio by limiting the weight of giant companies and focusing on firms that generate at least half of their revenue from cloud computing.
IDAT - iShares Future Cloud 5G and Tech ETF
The iShares Future Cloud 5G and Tech ETF is an exchange-traded fund that tracks the Morningstar Global Digital Infrastructure & Connectivity Index, providing investors with exposure to companies involved in the development and deployment of 5G and cloud computing technologies.
比較表
| CLOU | IDAT | |
|---|---|---|
| 基金名稱 | Global X Cloud Computing ETF | iShares Future Cloud 5G and Tech ETF |
| Fund Provider | Mirae Asset | BlackRock |
| Index | Indxx Global Cloud Computing Index | Morningstar Global Digital Infrastructure & Connectivity Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.68% | 0.47% |
| Inception Date | 2019-04-12 | 2021-06-08 |
| Number Of Holdings | 36 | 49 |
| Region | United States | Global |
| Sector | Technology | Technology |
| Sector Detail | Cloud Computing | Cloud Computing |
| Leveraged | Non-leveraged | Non-leveraged |
回測選項
摘要
關鍵指標
績效指標
風險指標
詳細報酬
績效分析
績效分析透過累積報酬、年底（EoY）報酬及 Sharpe 比率、Sortino 比率等風險調整指標，評估歷史資料以衡量投資策略報酬。這有助於投資人在不同市場條件下評估絕對和相對績效。
累積報酬
年底報酬表
年底報酬
風險分析
風險分析是指對可能導致資本損失的潛在負面事件進行評估。進行風險分析有助於決定是否應進行投資。這是透過回撤、波動率和 Beta 等風險指標來完成的，這些指標反映了利益相關者對投資策略一致性的信心。
回撤
回撤表
Monte Carlo 模擬
Monte Carlo 模擬是一種統計方法，透過從歷史資產價格資料中隨機抽樣產生大量潛在結果，用以預測投資組合報酬。它協助投資人評估各種市場條件下投資組合的潛在風險和報酬。模擬考慮初始投資，並可選擇性地模擬現金流情境，如固定投入、固定提款或比例提款。
重要提示：透過 Monte Carlo 模擬產生的預測純屬假設性質，不保證未來報酬。投資決策應考量多種因素，過去表現不代表未來結果。